iShares S&P 500 Index shares owned by Kfg Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kfg Wealth Management
from 13F filings
Historical chart of Kfg Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Kfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $948k | 1.4k | 669.26 |
| 2025-06-30 | $854k | 1.4k | 620.92 |
| 2025-03-31 | $2.0M | 3.6k | 561.88 |
| 2024-12-31 | $2.3M | 3.8k | 588.62 |
| 2024-09-30 | $2.3M | 3.9k | 576.77 |
| 2024-06-30 | $1.8M | 3.3k | 547.21 |
| 2024-03-31 | $1.6M | 3.0k | 525.80 |
| 2023-12-31 | $204k | 426 | 477.63 |
| 2023-09-30 | $272k | 633 | 429.12 |
| 2023-06-30 | $258k | 579 | 445.38 |
| 2023-03-31 | $240k | 578 | 415.43 |
| 2022-12-31 | $224k | 584 | 384.04 |